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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,606 | $59,813-90.6% | $79,580-93.0% | $68,486-91.8% |
| Participation rate | 85.5% | 61.1%+24.4pp | 69.5%+16.0pp | 67.9%+17.6pp |
| Annual return | -14.12% | -12.30%-1.8pp | 0.15%-14.3pp | -7.85%-6.3pp |
| Employer contribution / active EE | $593 | $1,505-60.6% | $2,413-75.4% | $2,597-77.2% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $957 | $4,835-80.2% | $6,835-86.0% | $5,404-82.3% |